See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,110 | $80,717-0.8% | $154,803-48.3% | $84,808-5.5% |
| Participation rate | 46.9% | 66.8%-19.9pp | 78.1%-31.1pp | 68.3%-21.4pp |
| Annual return | 14.58% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,360 | $2,761-50.8% | $4,305-68.4% | $2,631-48.3% |
| Participant deferral / active EE | $2,596 | $3,303-21.4% | $5,540-53.2% | $4,212-38.4% |
| Admin fee / account holder | $5,915 | $6,746-12.3% | $14,329-58.7% | $7,344-19.5% |